Amplify Energy
Performance
HelpPortfolio Return | 9.24% | 26.44% | 48.42% |
Comparable Target-Date Fund [why this comparison?] |
-5.09% Target-Date 2020 |
14.53% Target-Date 2030 |
35.05% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$14,328 (+14.33%) | +$11,916 (+11.92%) | +$13,368 (+13.37%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 11% | 26% | 44% |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | 8% | 11% | 16% |
PIMCO Total Return Fund Institutional Class | PTTRX | 25% | 10% | - |
Putnam Equity Income Fund Class Y | PEIYX | 14% | 17% | 25% |
PIMCO Income Fund Institutional Class | PIMIX | 17% | 11% | - |
Alger Capital Appreciation Portfolio Class I-2 | ALVOX | 12% | 13% | 15% |
Templeton Foreign Fund Class R6 | FTFGX | 13% | 12% | - |
Total Portfolio | 100% | 100% | 100% |